Jaylon Ellison

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About Jaylon Ellison

Jaylon Ellison, our Chief Investment Officer, specializes in working with high-net-worth investors, business owners, and families seeking one-on-one service. Jaylon coordinates with his service team to inform you of and maintain accounts in your best interest through onboarding and ongoing working relationships. 4P Wealth Trust exists on the cornerstones of client service. Learn more at 4pwt.com.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

automated call

CRD#

4572920

Firm CRD#

146051

Insurance License#

304069

Name of Custodial Firm

Fidelity Investments

States Licensed in

Alabama, Georgia, Tennessee, Florida

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

AIG Financial Group Merrill Lynch Wells Fargo Advisors Advisory Services Network, LLC

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®

Securities Licenses

Series 7, Series 63, Series 65, Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

105,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

105,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets

Schedule

Hourly Rate

$250

Additional Details on Charges

Please reach out to Jaylon to discuss the fee schedule for all clients.

Minimum Fee Charged for Managed Accounts

$5000

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

Bachelors of Science - Business Management Accounting

Jacksonville State University
09/02/1996 -05/15/2001

School of Business - Financial Planning

Wake Forest School of Business
11/27/2015 -12/07/2018

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890886/paladinregistry-4P-Wealth-Trust-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

4P Wealth Trust